Delio Launches Core Lite to Empower Smaller Firms in Private Markets

Delio, a leading provider of flexible white-label private markets operating systems, has launched Delio Core Lite — a self-serve, light-touch, modularised solution tailored for boutique financial firms looking to digitise and scale their private market investment programmes.

Historically, smaller wealth managers and financial service providers have faced significant challenges in digitising their offerings due to limited internal resources and high entry costs. Delio Core Lite seeks to remove these barriers by offering an intuitive, cost-effective entry point into the Delio ecosystem.

Designed for wealth managers, general partners (GPs), distributors, and investment service providers, Core Lite enables firms to compliantly offer private market investment products to clients regardless of the origination channel. With growing expectations for technology-led experiences across financial services, Core Lite delivers a practical and scalable option for smaller firms aiming to modernise or build out new capabilities.

The modular nature of the Delio Core operating system also enables “hub and spoke” solutions through Core Lite, helping distributors activate B2B2C strategies. Additionally, the system supports service providers in delivering multi-platform infrastructures, allowing clients to benefit from interconnected white-label capabilities for data sharing and client management.

Gareth Lewis, Founder and Co-Chief Executive of Delio, commented:

“Our mission at Delio has always been to empower firms of all sizes to prepare for the future of private markets. The launch of Core Lite is another needed evolution of our model that encourages digitisation across the industry. Our technology has been built in a way that enables us to serve the industry in a highly collaborative and flexible manner, irrespective of type of firm and how they wish to operate. By applying this capability within a light-touch version of our operating system, we’re helping firms optimise investor engagement, and laying the groundwork for greater standardisation and efficiency across private markets.”

Delio Core Lite also serves as a foundational step toward DelioConnect — an upcoming industry-wide initiative aimed at enhancing collaboration and connectivity in private markets. DelioConnect will build on the adoption of Core Lite to create a decentralised, adaptive ecosystem where firms can interact, share insights, and streamline distribution across partners.